Vanilla Company Profile, Contacts & Intelligence

Financial ServicesBellevue, Washington, United States184 employeesFounded 2019
1 contact with email or phone data1 with email data1 with phone data
View verified contacts Compare competitors
Employees
184
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts
Departments
7
Mapped contact coverage

Vanilla Overview

Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale. Founded by Steve Lockshin, a Barron’s top advisor, and backed by leading investors including Venrock, Insight Partners, and NBA legend Michael Jordan, Vanilla has raised over $80 million and assembled an unmatched team. With 20+ in-house planning experts, 180+ years of collective experience, and a distinguished legal advisory board, Vanilla is setting the new standard in estate planning. Vanilla’s pace of innovation is unrivaled: The platform has processed over 40,000 estate planning documents, is connected to more than $250 billion in assets, and is the most widely adopted solution for institutional and enterprise firms including Mariner Wealth Advisors and Vanguard. Our transformative software has received awards from Luminaries, WealthTech Americas, Family Wealth Report, WealthManagement.com, and more. To learn more, visit www.justvanilla.com.

Headquarters
Bellevue, Washington, United States
Website
justvanilla.com
Industry
Financial Services
Founded
2019
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Bellevue

Vanilla Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.
7 departments represented
Visible contacts with email or phone data are mapped to these departments.
11 company-domain emails
Visible contacts using Vanilla's company email domain.
Sales
5
Operations
3
General
3
IT
2
Legal
2
Marketing
1

Vanilla People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Steve Lockshin
Modernizing Wealth Advisory
N
Nick Beim
N
Nikkole Shamsuddin
Cco @Vanilla - Delivering World-class
EP
D
Doug Rybacki
Chief Product Officer at Vanilla

Vanilla Workforce Composition

Seniority breakdown across 33 visible profiles.

Individual contributor
23
Executive
3
Manager
3
Associate / junior
2
VP / Head
1
Director
1

Vanilla Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
3
Cloud / infrastructure
1
Product / design
1

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